Congress Wealth Management’s Clarus CLAR Stock Holding History

Congress Wealth Management’s Portfolio CLAR Stock Details CLAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-180,506	Closed	-$2.43M	–	558
2022 Q3	$2.43M	Buy	180,506 +1,031	+0.6%	+$20.1K	0.07%	257
2022 Q2	$3.41M	Sell	179,475 -6,324	-3%	-$132K	0.09%	227
2022 Q1	$4.23M	Buy	185,799 +4,096	+2%	+$94.9K	0.09%	225
2021 Q4	$5.04M	Buy	+181,703	New	+$5.02M	0.1%	220

Other funds holding CLAR

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Congress Wealth Management's CLAR Position: Q4 2022 in Review

Congress Wealth Management sold out of Clarus (CLAR) in Q4 2022, closing a stake of 180,506 shares — an estimated $2.43M sold.

Congress Wealth Management first reported a position in CLAR in Q4 2021 and held it in 4 quarters. The position peaked at $5.04M in Q4 2021. 119 funds tracked by Wall St. Rank hold CLAR as of Q4 2022.

Congress Wealth Management reported no remaining Clarus position as of Q4 2022 after selling out during the quarter.
Congress Wealth Management sold 180,506 Clarus shares in Q4 2022, an estimated $2.43M.
Congress Wealth Management first reported a position in Clarus in Q4 2021 and held it in 4 quarters.
Congress Wealth Management's Clarus position peaked at $5.04M in Q4 2021.
119 funds tracked by Wall St. Rank held Clarus as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.